CONFERENCEPROGRAMME

ASSET HOLDING & LEGACY PLANNINGIN THE ISLAMIC WORLD

8 NOVEMBER 2015THE PALACE HOTELDUBAI, UAE

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VENUE

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INTRODUCTION

Visa RequirementsPlease visit https://www.mofa.gov.ae/EN/ConsularServices/Pages/Visa-Information.aspx for the latest information on visa requirements from the Ministry of Foreign Affairs. Citizens of 45 countries are able to get a visa on arrival in the UAE, including all EU countries, USA, Canada, Singapore, Australia and New Zealand.

The questions of asset protection and planning for the future affect all clients wherever they may be.

Different parts of the world have developed their own solutions. STEP provides a forum of education and support for professionals with proven solutions such as trusts and foundations. However, solutions focus on “western” jurisdictions where these structures are more recognized.

It is apparent that clients in the Muslim world, whether Muslim or not, also face issues relating to asset protection and legacy planning especially for those assets located in the local jurisdiction.

But whereas common law has developed the trust and civil law the foundation, Islamic law has not yet fully developed its own onshore equivalent.

The objective of this conference is to act as a forum for all professionals, whether members of STEP or not, who advise clients on asset holding or legacy planning in the Islamic world.

The conference also includes practitioner updates on developments in global taxation, structuring for real estate assets and trends on private equity.

We look forward to welcoming you to regions premier wealth planning and networking event.

Laurence Black, Regional Director, Asiaciti Trust Group & STEP Arabia, Branch Technical Programme Officer.

The conference will be held at:

The PalaceMohammed Bin Rashid BoulevardDowntown Dubai, UAETel: +971 4 428 7888Email: info@thepalace-dubai.com www.theaddress.com

For those travelling from overseas to attend the conference there are several hotels in the Downtown Area within walking distance of The Palace. These include:• VIDA Downtown• The Address Downtown• The Address Dubai Mall• Manzil Downtown Dubai• Ramada Downtown

Platinum Sponsor Sponsors

For any queries relating to the conference please do not hesitate to contact steparabia@step.org for assistance.

Aims & Objectives

In this conference we will endeavor to advance the knowledge and education of professional advisers of clients with assets and legacy planning requirements in Islamic countries. The conference aims to:

• Understand and promote legal asset holding and legacy planning structures available in the Islamic world.

• Improve the knowledge and understanding of private client advisers so that we may better advise our clients of these structures.

• Understand where gaps in laws and practice exist and decide on the most effective ways to manage these.

• Ensure that clients receive advice that meets their needs and adheres to local laws, legal systems and customs.

07:45 – 08:25 Registration & Welcome Coffee

08:30 – 08:45 Welcome from STEP Arabia

Yann Mrazek (Chairman - STEP Arabia, M Advocates of Law)

08:45 – 09:05 Keynote Address

Abdulla Mohammed Al Awar (CEO, Dubai Islamic Economy Development Centre)

09:05 – 10:05 Session 1 - Islamic Succession - Rules, Challenges & Visions

• Facilitator: David Russell QC (Outer Temple Chambers)

• Mohamed Hassan Majeed Al Mehairi (Sanad International Law Group)

• Hussain Al Matrood (Al Tamimi & Co)

• Diane Hamade (International Advocate Legal Services)

10:05 – 10:15 STEP Membership/Engagement

Hugh O’Donnell (Membership Director, STEP Arabia)

10:15 – 10:45 Morning Coffee Break & Networking

10:45 – 12:30 Session 2 – Practitioners Updates

Facilitator: Stijn Janssen (Ernst & Young)

(i) Global Tax Update

• Fiona McClafferty (Deloitte)

• Michael Lewis (Deloitte)

• Andrew Rogerson (Rogerson Law Group)

(ii) Structuring Global Real Estate Assets

• Alistair Glover (Wragge Lawrence Graham)

(iii) Private Equity

• Iyad Malas (Gateway Fund)

12:30 – 14:00 Lunch & Networking

14:00 – 14:50 Session 3 – “Social Commitment of GCC Families: Looking beyond”

Facilitator – Stephen Cutts (STEP Arabia Special Interest Group)

• Adib Rashid (Ernst & Young)

• Clare Woodcraft-Scott (Emirates Foundation)

• Farida El Agamy (Tharawat, Family Business Forum)

14:50 – 15:50 Session 4 - Regional Islamic Issues & Governance

Facilitator: Paul McViety (DLA Piper Middle East LLP)

• Mazen Boustany (Baker McKenzie Habib Al Mulla)

• Amin Nasser (Gulf Marketing Group)

• Vinod Krishnan (Family Advisory)

15:50 – 16:20 Afternoon Break & Networking

16:20 – 17:30 “Asset Holding & Legacy Planning in the Islamic World”

Case Study & Panel Discussion

Facilitator: Yann Mrazek (Chairman, STEP Arabia, M Advocates of Law)

Panel Leader: Essam Al Tamimi (Al Tamimi & Company)

17:30 Close

Yann Mrazek (Chairman, STEP Arabia, M Advocates of Law)

18:00 – 19:00 Cocktail Reception

19:30 Dinner

Viewing Deck, Palace Hotel, Dubai

PROGRAMME

For any queries relating to the conference please do not hesitate to contact steparabia@step.org for assistance.

REGISTRATION FORMSTEP ARABIA BRANCH CONFERENCE & DINNERSUNDAY 8 NOVEMBER 2015

Delegate Details

Title: First Name:

Family Name:

Company: Title:

Address:

Tel No: Email:

Access/Dietary Requirements:

Please note we may not be able to cater for any access/dietary requirements that are not made known to us at least 10 working days prior to the event.

Registration Fee

Delegate Type Early BirdUp to 31 August 2015

TickSelected Rate

Regular From 1 September 2015

TickSelected Rate

STEP Arabia Member AED 850 AED 1,000

STEP Member AED 1,500 AED 1,950

Non-Member AED 2,250 AED 2,950

STEP Member No: Payment OptionsElectronic Transfer - If paying by bank transfer please ensure that all charges are covered and your family name is quoted in the reference section.

Payments to: Mashreq Bank, Mall of Emirates, Dubai, UAEAccount Name: Eighteen Seven Events Consultancy FZEAccount No: 019100057324IBAN: AE60 0330 0000 19100 057324SWIFT: BOMLAEDXXX

Cheque – cheques must be in United Arab Emirates Dirhams (AED) and made payable to “Eighteen Seven Events Consultancy FZE”. Cheques should be mailed to: Eighteen Seven Events Consultancy FZE, PO Box 213775, Dubai, UAE

Terms & ConditionsConference documentation will be distributed at the event. STEP Arabia reserves the right to amend or cancel this conference where the occasion necessitates. In such circumstances a full refund of any registration fee will be made but STEP Arabia shall accept no further liability. This booking form constitutes a legally binding contract. Your place at the conference is not confirmed until full payment is received, when an invoice receipt will be issued. The delegate and firm are jointly and severally liable for payment of the fees due. The conference language is English.

Data ProtectionSTEP Arabia will use this information to update its databases, which will be used to provide STEP products & services. Please tick the box if you would prefer the society not to use your information in this way. STEP may contact you from time to time with details of programmes and events which may be of interest to you. Please tick the box if you would prefer the society not to use your information in this way.

Please email booking form to steparabia@step.org